See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 4-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,524 | $59,805-85.7% | $79,550-89.3% | $68,494-87.6% |
| Participation rate | 31.0% | 61.1%-30.1pp | 69.5%-38.5pp | 67.9%-36.9pp |
| Annual return | 0.00% | -12.30%+12.3pp | 0.16%-0.2pp | -7.84%+7.8pp |
| Employer contribution / active EE | $705 | $1,505-53.2% | $2,413-70.8% | $2,596-72.9% |
| Participant deferral / active EE | $955 | $3,024-68.4% | $3,985-76.0% | $4,027-76.3% |
| Admin fee / account holder | $4 | $4,835-99.9% | $6,832-99.9% | $5,403-99.9% |